READ OUR PUBLICATIONS

We send monthly newsletters to our clients, colleagues, and interested parties.

SUBSCRIBE TO OUR NEWSLETTER

Our Perspectives on 2020

December 2020  By: TFG INVESTMENT TEAM
Our Perspectives on 2020
When we wrote to our clients at the end of 2019, we opened with the following message: “As we begin a New Year and a new decade, many financial experts are polishing their financial crystal balls in an attempt to predict what the market will – or won’t – do in 2020 and beyond.

Read More

Planning Throughout the Retirement Lifecycle

December 2020  By: MICHAEL McLEOD, CFP®
Planning Throughout the Retirement Lifecycle
We generally think about retirement in three broad phases. Within each phase, distinct trends and priorities have emerged among retirees in the numerous studies that have been completed on the topic. Each client has their own unique plans for retirement, but understanding these general patterns...

Read More